A detailed history of Core Cap Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Core Cap Advisors, LLC holds 12,967 shares of SCHR stock, worth $316,265. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,967
Holding current value
$316,265
% of portfolio
0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$48.4 - $50.91 $627,602 - $660,149
12,967 New
12,967 $656,000
Q1 2024

Aug 08, 2024

BUY
$48.64 - $49.88 $11,284 - $11,572
232 New
232 $11,000
Q4 2022

Feb 10, 2023

BUY
$48.12 - $50.24 $6,977 - $7,284
145 New
145 $7,000
Q2 2022

Aug 11, 2022

BUY
$50.08 - $52.78 $15,424 - $16,256
308 New
308 $16,000
Q1 2022

Apr 29, 2022

SELL
$52.72 - $55.84 $8,646 - $9,157
-164 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$55.82 - $56.81 $9,154 - $9,316
164 New
164 $9,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Core Cap Advisors, LLC Portfolio

Follow Core Cap Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Cap Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Cap Advisors, LLC with notifications on news.